Roger W. Roble
Roger W. Roble is the President of Roble, Belko & Company. Roger founded the firm in 2000 with the goal of providing independent, objective advice to a select group of high net worth and institutional clients. Rogerís responsibilities include relationship management, portfolio management and compliance. His extensive background in the institutional public finance markets has helped in the implementation and trading of customized municipal bond portfolios for our high net worth clients. Roger is also very involved in the coordination of our wealth management services with our clientsí tax and legal advisors.
Roger received his M.B.A. degree from Carnegie Mellon University in 1986, following undergraduate studies at CMU that earned him Academic All-American Football honors in 1985. He began his career with CS First Boston in New York, subsequently working in Institutional Fixed Income Sales in CS First Bostonís Philadelphia and Chicago offices. Roger then spent 5 years in A.G. Edwardsí Chicago office, focusing primarily on the tax exempt bond market. During his 14 years of institutional coverage, Roger traded various fixed income securities to mutual funds, bank trusts, insurance companies, corporations, and investment advisers. Roger currently serves on the Investment Committee of the Catholic Diocese of Pittsburgh.
William T. Belko, CFA
Chief Investment Officer
William T. Belko is the Chief Investment Officer of Roble Belko & Company. Bill joined the firm in 2002 and is currently responsible for portfolio management, investment research and trading. Bill oversees the firmís investment process and developed the firmís risk management system . His quantitative background in equities and derivatives helped in the risk management, portfolio hedging, and liquidation of concentrated stock exposure for several of our clients. Bill also developed an asset/liability management system, which analyzes interest rate risk for certain client mandates.
Bill graduated Summa Cum Laude from California University of Pennsylvania and attained Academic All-American honors in basketball in 1984. He then received his M.B.A. degree from Carnegie Mellon University in 1986 and became a Chartered Financial Analyst (CFA) in 1991. Bill began his career with Dean Witter Reynolds in New York, working in Corporate Bond Trading and Institutional Fixed Income. He later joined Advanced Investment Management in 1989, where he helped pioneer the firmís enhanced index arbitrage strategy. Bill eventually became a senior portfolio manager, managing over $6 billion in fixed income securities, equity derivatives, common stocks and exchange-traded funds for larger institutional pension and endowment funds.
Ryan P. Lacey CFPģ
Ryan Lacey is a Financial Analyst at Roble, Belko & Company. His primary responsibilities include financial planning and client service. Ryan graduated from
Colleen E. Doughty
Colleen Doughty is a Financial Analyst at
Sarah E. Yount
Sarah Yount is a Financial Analyst at Roble, Belko & Company. Her primary responsibilities include reporting, account documentation and trade settlement. Sarah graduated from Heidelberg University with a Bachelors degree in Business Administration in 2005. Sarah began her career at BNY Mellon where she worked as a Client Accounting and Reporting Analyst. Her roles included providing clients and investment managers valuation on a daily and monthly basis, as well as accounting reports, investment manager reconciliations, client cash transfers, conversion assistance and audit support. Sarah joined Roble, Belko & Company in August of 2012.
Keith J. Wander
Keith Wander is an Investment Analyst at Roble, Belko & Company. His primary responsibilities include investment analysis and research. Keith graduated from Ohio University with a Bachelorís degree in Business Administration with a dual concentration in Finance and Business Pre-Law in 2003. He became a Chartered Financial Analyst (CFA) in 2011 and is a member of the CFA Society of Pittsburgh. Keith began his career with Northern Trust in Chicago, working in the Investment Risk and Analytical Services division. Keith later joined BNY Mellon Asset Management as a Senior Investment Analyst where his primary responsibility was performing independent and comprehensive investment manager due diligence across traditional and alternative asset classes. Keith joined Roble, Belko & Company in January of 2013.